EdgeMarket › What Tributary Capital Management, Llc reported owning

What Tributary Capital Management, Llc reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

1.0B

Positions

164

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
ESE
ESCO TECHNOLOGIES INC
39.6M3.8%140.9K287.24+50.8%
NPO
Enpro Inc.
31.3M3.0%124.8K312.59+40.5%
VIAV
VIAVI SOLUTIONS INC.
27.3M2.7%821.0K38.90+268.7%
MC
Moelis & Co
27.1M2.6%476.2K68.29-2.9%
AEIS
ADVANCED ENERGY INDUSTRIES INC
25.7M2.5%79.6K285.83+93.5%
SBCF
SEACOAST BANKING CORP OF FLORIDA
24.6M2.4%813.4K34.62+17.4%
NOG
NORTHERN OIL & GAS, INC.
24.3M2.4%830.4K27.34+17.6%
DIOD
DIODES INC /DEL/
23.3M2.3%341.2K94.04+78.7%
AUB
Atlantic Union Bankshares Corp
22.8M2.2%638.9K41.15+22.3%
IDA
IDACORP INC
22.7M2.2%158.8K137.20+8.3%
BHE
BENCHMARK ELECTRONICS INC
22.3M2.2%397.5K72.64+90.0%
KALU
KAISER ALUMINUM CORP
21.2M2.1%176.2K154.16+106.6%
COHU
COHU INC
21.0M2.0%687.2K54.37+178.4%
MMI
Marcus & Millichap, Inc.
20.3M2.0%762.5K32.32+4.5%
BCPC
BALCHEM CORP
19.9M1.9%117.7K181.28+12.0%
LFUS
LITTELFUSE INC /DE
19.2M1.9%56.6K412.26+65.4%
SIGI
SELECTIVE INSURANCE GROUP INC
18.9M1.8%250.6K91.47+17.4%
ENS
EnerSys
17.5M1.7%100.9K189.76+94.4%
KFY
KORN FERRY
17.4M1.7%276.1K85.06+16.4%
ADUS
Addus HomeCare Corp
16.8M1.6%179.8K120.81+5.2%
POWI
POWER INTEGRATIONS INC
16.7M1.6%325.4K55.18+21.0%
EXLS
ExlService Holdings, Inc.
16.6M1.6%546.3K37.53-13.3%
SHO
Sunstone Hotel Investors, Inc.
15.9M1.5%1.8M11.29+24.9%
STC
STEWART INFORMATION SERVICES CORP
15.8M1.5%256.9K69.20-1.9%
CPK
CHESAPEAKE UTILITIES CORP
15.4M1.5%122.2K134.13+7.7%
PBH
Prestige Consumer Healthcare Inc.
15.4M1.5%260.5K51.31-21.1%
CON
Concentra Group Holdings Parent, Inc.
15.3M1.5%712.0K35.00+51.3%
DORM
Dorman Products, Inc.
15.2M1.5%146.0K132.12-14.2%
ALG
ALAMO GROUP INC
15.2M1.5%92.0K164.40-23.3%
CSW
CSW INDUSTRIALS, INC.
15.0M1.5%57.5K330.09+25.9%
MCRI
MONARCH CASINO & RESORT INC
14.9M1.4%156.2K126.09+24.7%
OBK
Origin Bancorp, Inc.
14.8M1.4%356.9K52.89+43.3%
MZTI
MARZETTI CO
14.5M1.4%105.1K111.63-37.4%
FBK
FB Financial Corp
14.4M1.4%277.3K58.65+16.2%
PATK
PATRICK INDUSTRIES INC
14.1M1.4%127.2K83.41-25.0%
GOLF
Acushnet Holdings Corp.
14.1M1.4%150.5K88.82+13.6%
PLUS
EPLUS INC
13.8M1.3%183.0K86.85+22.0%
ICFI
ICF International, Inc.
13.8M1.3%210.6K89.01-9.0%
RAMP
LiveRamp Holdings, Inc.
13.6M1.3%514.6K37.58+41.0%
ITGR
Integer Holdings Corp
13.4M1.3%152.1K125.20+16.7%
FELE
FRANKLIN ELECTRIC CO INC
13.1M1.3%141.8K104.10+8.7%
OLLI
Ollie's Bargain Outlet Holdings, Inc.
12.3M1.2%133.2K76.07-43.6%
BOOT
Boot Barn Holdings, Inc.
12.0M1.2%82.1K165.57-1.9%
MBWM
MERCANTILE BANK CORP
11.3M1.1%224.6K59.61+25.0%
ENOV
Enovis CORP
11.3M1.1%495.1K26.06-13.1%
AMN
AMN HEALTHCARE SERVICES INC
11.0M1.1%598.5K34.46+69.8%
CASS
CASS INFORMATION SYSTEMS INC
11.0M1.1%248.9K56.40+33.1%
GPOR
GULFPORT ENERGY CORP
10.8M1.1%51.3K173.45+4.1%
PLPC
PREFORMED LINE PRODUCTS CO
10.7M1.0%39.4K429.30+138.5%
IPAR
INTERPARFUMS INC
10.4M1.0%114.1K115.60+2.0%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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